Management

It’s All About Passion

At Portfolio Solutions Group, we’ve built a passionate team of experts who actually enjoy this work. We are lucky to have gained an entire team of professionals who are not only good at what they do, but enjoy coming to work and providing quality service to our clients everyday.

Jeffrey A. Tosello

As Managing Partner and Founder of PSG, Mr. Tosello focuses on building a world-class team that strives to establish best practices in the evolving field of Lease Administration and Accounting.

Mr. Tosello began his real estate career in 1989 as an accountant for a small Chicago-based property management firm. For 10 years, Mr. Tosello combined property management with lease administration; he managed several mixed-use office buildings, held the position of assistant manager of One IBM Plaza, and secured national relationships with IBM, Sprint, Sears, Advocate Healthcare, Prudential, and Exxon, which he turned into a multi-million-dollar service enterprise.

As Mr. Tosello worked his way through various real estate service positions, he recognized there was an increasing demand for administrative and technological strategy in the real estate industry, leading him to launch Portfolio Solutions Group. He formed a unique corporate structure, aligning motivation with service excellence and greater transparency. These qualities continue to shape how Mr. Tosello cultivates and refines PSG’s work process and data management strategies.

Mr. Tosello holds a Masters of Business Administration from Loyola University with a concentration in Information Systems. He holds a Bachelor’s degree in Finance and Economics from Elmhurst College. Mr. Tosello also has a RPA designation from the Building Owners and Managers Institute, and he holds a real estate broker’s license in the State of Illinois. In addition, he sits on the Board of Trustees for the James Jordan Boys and Girls Clubs, and is a member of the Economic Club of Chicago.

Meredith A. Kern

As Partner at PSG, Meredith A. Kern applies a hands on approach to her management style and to the company’s business processes. Ms. Kern’s responsibilities grew from working in many of the positions she now oversees and currently include management of key business alliances, project implementations, and operational management.

Beginning her career with the PSG in 1999, Ms. Kern has since worked diligently to implement cost-effective abstracting, software implementation, and processing solutions that have involved over 10,000 leases and at least a dozen different database software products.

Throughout her career, Ms. Kern has managed project teams responsible for abstracting and auditing leases for many national, corporate, and retail clients. She has supervised rent roll reconciliations and the monthly billing and collection of rents, resolved lease issues for retail shopping centers, coordinated lease file and imaging systems, and provided extensive lease abstracting and custom report writing.

Ms. Kern graduated from Denison University in Ohio with a Bachelor’s Degree in Communications and English Literature. She is also an active member of the CoreNet Association for Corporate Real Estate Professionals.

A Dedicated Team

PSG maintains an on-shore, full time, dedicated staff of professionals passionate about performing the important Project and Process work required to help advance your portfolio goals. Organized by focus area and experience, the group includes:

Directors – Partner level senior leaders who manage significant disciplines within the company. More than 10 years of specific experience in lease administration and accounting plus key contributors to building and managing PSG’s growth and continuous improvement.

Senior Account Managers – Team Leads with significant experience with client management, ensuring timely and accurate deliverables, training and supervising other personnel and helping ensure Client Satisfaction on all levels. Senior Managers are resource allocators and problem solvers available to every customer large and small.

Account Managers – Single points of contact who are the daily resources for our clients and who make sure “best practices” truly work and are delivered on time, with quality. These experts have managed the task work for years and now add the analysis and insight that help you leverage the service.

Lease Administrators – Tactical experts that abstract leases, manage data and documents, review and challenge invoices and keep the workflow moving. These well organized, technologically proficient team members get work done efficiently so the Account Managers can handle more complicated tasks, reports or client requests.

Portfolio Coordinators – Specialists in document management, workflow, accurate data entry and administrative projects, these newer team members are learning while doing and helping the whole team function.